Lexington Partners L.P.
NEW YORK, NY
$134m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.8% of the portfolio this quarter.
Value
$134m
Stocks
2
Top 10 share
100.0%
Turnover
1.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Karman HoldingsKRMN96.6% of the fund-42%
Sold out
Sold their entire stake.
- MedlineMDLN-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Karman HoldingsKRMN | 96.6% | $129m | 2,589,734 | -42% |
| N-ableNABL | 3.4% | $5m | 1,239,867 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 1232.6% since 30 June 2025.
Where the money is
Industrials96.6%
Technology3.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.